Job Description

• Provide investment product training and coaching to Relationship Managers and Client Advisors.
• Guide the sales team on suitable investment products and strategies based on market conditions and customers’ financial needs.
• Support client events, tea talks, product briefings and joint sales calls.
• Accompany Relationship Managers and Client Advisors to selected client meetings to provide investment insights and product expertise.
• Provide unbiased advisory and specialised views on wealth and investment-related products.
• Explain financial market developments and investment options clearly to the sales team and customers.
• Understand customers’ financial profiles, investment objectives and risk appetite.
• Develop suitable investment strategies to help customers achieve their financial goals.
• Cross-promote relevant investment products to support the growth of key product portfolios.
• Enhance customers’ overall investment experience through specialised advisory and product expertise.
• Ensure adherence to internal policies, business processes and regulatory requirements.
• Maintain compliance with all applicable laws, regulations and industry guidelines.

Job Requirements

• Must have 6–8 years of investment product advisory experience within a bank.
• Candidates must currently be working or have recent relevant experience in the banking industry.
• Strong understanding of financial markets and wealth investment products.
• Good knowledge of mutual funds, structured products and treasury products.
• Experience supporting Relationship Managers, Client Advisors or other wealth sales representatives.
• Comfortable conducting product training, market briefings, client presentations and joint sales calls.
• Confident with excellent communication and presentation skills.
• Independent, self-motivated and able to work with a strong sense of urgency.
• Strong analytical, problem-solving and decision-making skills.
• Able to provide objective investment views without carrying an individual sales target.
• Mandarin Speaking

Skills